Rowena Ilag Ferguson is a financial advisor with Primerica Advisors in Skaneateles, NY, holding a Series 63 designation and eight years of industry experience. Prior to joining Primerica, she worked 18 years with Associated Gastroenterologists of CNY and currently has involvement with the Specialty Surgery Center of Central NY. She also has outside business activities related to sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model portfolio strategies managed by unaffiliated asset managers, with trade execution and custody supported by Pershing and BNY Mellon Advisors.

Kyle Mumpton is a CFP® professional with 38 years of industry experience, currently serving at Thrivent Investment Management since 2002. He has spent his entire tenure with Thrivent Financial for Lutherans, based in Liverpool, NY. Outside of his advisory role, he established an LLC to hold real estate that will house his business offices. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations across a range of financial planning topics without portfolio management or discretionary trading authority. The firm’s approach combines goal-based analyses with client information and allows clients to link planning with managed-account services through a consolidated billing option.

Richard Neal is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides wealth management and investment advice to individuals, families, nonprofit organizations, and institutional clients. Rick is a qualified Portfolio Manager who manages personalized or defined strategies, utilizing a range of asset classes including stocks, bonds, mutual funds, and alternative investments, often applying Merrill Lynch Wealth Management model portfolios and third-party strategies on a discretionary basis. He holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Rick earned a Bachelor’s degree in Industrial Relations from LeMoyne College and a Master’s degree in Public Administration from the State University of New York at Albany. He completed his high school education at Christian Brothers Academy. Rick is committed to his local community and serves on advisory boards such as the Alzheimer's Association, Central New York Chapter, and the New York State Children’s Alliance, Inc. He resides in Fayetteville, New York with his wife, Donna. Together, they enjoy golf, skiing, and spending time with their adult sons.

Justin Henty is a Series 66-registered financial advisor with Edward Jones in Liverpool, NY, bringing three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Milton Cat and has a background in the automotive sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Tara Kobuszewski is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services since 2014. Outside of her advisory role, she is involved as a sales assistant at Planned Results, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs, including specialized services for municipal and public finance clients.

Frank Brown is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc., Woodbury Financial Services Inc., National Planning Corporation, and Paragon Financial Group Inc. Brown has maintained a non-variable insurance business concurrent with his advisory career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Lisa Duncan is a financial advisor with Wells Fargo Clearing in East Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is active in her community as a bartender and event coordinator for a local Veterans of Foreign Wars post. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

David Huhtala is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with LPL Financial, having joined in 2021, and previously worked at M&T Securities, Sagepoint Financial, and Prudential Insurance Company of America. Additionally, he serves as co-trustee for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives.

Jennifer Hayes is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Cadaret, Grant & Co., Inc. since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Eileen Price is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 16 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Outside of her advisory work, she serves on the boards of Zonta of Skaneateles, a nonprofit focused on empowering women, and the Friends of Minna Anthony Common Nature Center. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes multiple third-party asset managers and offers both advisory and brokerage channels.

Paul Kordziel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he operates a used car dealership and serves as vice-president of the Higby Point Property Owners Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Nicole Rogers is a financial advisor with LPL Enterprise, holding a Series 63 designation and 25 years of industry experience. Her career includes positions at Prudential Insurance Company of America, Pruco Securities, LLC, and John Hancock. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated advisory and brokerage platform.

A Daniel Coates is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his mother and holds power of attorney for his father, managing these responsibilities with minimal time commitment. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, and it includes a broader range of financial product options than typical institutional advisers.

Roger Hare is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for American Portfolios Financial Services, Inc. for eight years. He also operates Hare & Associates Financial Services, a DBA related to his business activities at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio options.

George Chrisogonou is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 credentials and over 51 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor, Axa Advisors, LLC, where he worked for 21 years. Outside of his advisory role, he is involved with insurance brokerage activities through Falcone Insurance Agency and Guardian. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, leveraging partnerships with program sponsors and third-party managers to deliver a range of advisory and brokerage solutions.

Maxwell Moore is a financial advisor with Morgan Stanley in Syracuse, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2011, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist with financial outcomes.

Ronald Hongo is a financial advisor with LPL Financial, holding a Series 63 designation and over 20 years of industry experience. He was previously affiliated with Avantax Advisory Services and Avantax Investment Services, working in the financial sector since 2005. In addition to his advisory work, he operates a CPA practice providing tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and advanced technologies to support diversified investment strategies.

Brandon Barba is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Equitable Advisors / AXA Advisors. Brandon holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment options through a nationwide network of advisors and branch offices.

David Lamson is a financial advisor with Cetera, holding a Series 63 designation and 29 years of industry experience. He has worked with Avantax Advisory Services, Avantax Investment Services, and currently operates Lamson Tax & Accounting Services, which he founded and has run for over 25 years. Outside of advisory work, he is involved in tax preparation and accounting through his own firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates as a multi-manager platform offering various portfolio management and financial planning services, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Patrick Scherer is a financial advisor with LPL Enterprise, holding a Series 63 designation and 10 years of industry experience. He has worked at The Prudential Insurance Company of America and Pruco Securities LLC, and also maintains a financial professional role at Tactical Financial Solutions, focusing on insurance and investment sales and service. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio programs, and access to various brokerage and insurance products.